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WP Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

WP Advisors’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,525
Closed -$256K – 107
2022
Q2 		$256K Buy
2,525
+58
+2% +$5.99K 0.11% 94
2022
Q1 		$259K Buy
2,467
+11
+0.4% +$1.16K 0.11% 101
2021
Q4 		$260K Buy
2,456
+27
+1% +$2.86K 0.11% 96
2021
Q3 		$257K Buy
+2,429
New +$258K 0.11% 94

Other funds holding STIP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

WP Advisors's STIP Position: Q3 2022 in Review

WP Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2022, closing a stake of 2,525 shares — an estimated $256K sold.

WP Advisors first reported a position in STIP in Q3 2021 and held it in 4 quarters. The position peaked at $260K in Q4 2021. 629 funds tracked by Wall St. Rank hold STIP as of Q3 2022.

  • WP Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2022 after selling out during the quarter.
  • WP Advisors sold 2,525 iShares 0-5 Year TIPS Bond ETF shares in Q3 2022, an estimated $256K.
  • WP Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2021 and held it in 4 quarters.
  • WP Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $260K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2022.

Based on WP Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.